Month / May 2019
-
Stock market corrections continue as technology trade war heats up
As expected, stock market corrections have continued with technology stocks leading the sell-off and Japanese names heavily exposed to China are taking the biggest hit. With most suppliers in the US, Europe,…
May 25, 2019 -
Sentiment hit by US sales ban on Huawei
Although stock markets have been reasonably well behaved, geopolitics is dominating the tone and US/China trade spat is now evolving into a full-on trade conflict with technology looking to take centre stage.…
May 19, 2019 -
Trump’s latest tweet on trade changes everything as a deal suddenly looks unlikely
Having talked up the potential for a trade deal for months and the coming resolution between the two sides, Trump’s two tweets late last weekend, calling for import tariffs of 25% on…
May 12, 2019 -
Reiwa era brings hope for a trade deal as weak earnings unlikely to hurt sentiment
After a week’s break in Japan which ushered in the Reiwa era, we resume our weekly publication on a continued positive note ahead of the market opening on Tuesday. Despite some anxieties…
May 5, 2019